Statement Templates

Statement Template

Every company will have transactions performed with another company regularly; hence, there will be a record of those transactions. These transactions will then be compiled in the form of a statement to be submitted to the customer to confirm the transactions.

For example, a credit card company will issue a statement every month to inform its customers of the purchasing transactions done for that month. This statement is to allow the customer to note and confirm the transactions performed before committing to payment for those transactions.

It is a common practice for a statement to be issued regularly by the supplier to the customer to track the transactions made. Nowadays, an electronic copy is available for the customer’s convenience. This helps to reduce the amount of paper needed to print the statement.

With a statement, the customer can proceed with payment for the transactions performed.

A statement template may have the following information:

* Company Name & Logo

* Company Address & Contact

* Customer’s Name & Address

* Customer’s Contact Information

* Statement Number

* Statement Date

* Item

* Transaction details

* Payment

* Balance

* Total

The statement may also include credit terms in various columns depending on payment agreement such as “Current Amount Due”, “30 days”, “60 days” or “90 days.” There may be Payment Slip column to note the payment made by the customer with the relevant information and authorization. The statement may also have reminders.

Consider the attached sample template for your convenience.

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